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Waterstone Financial

112 hedge funds and large institutions have $152M invested in Waterstone Financial in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 47 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

10% more funds holding

Funds holding: 102112 (+10)

7% more capital invested

Capital invested by funds: $143M → $152M (+$9.31M)

0.79% more ownership

Funds ownership: 49.02%49.81% (+0.79%)

28% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 47

Holders
112
Holders Change
+10
Holders Change %
+9.8%
% of All Funds
1.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
34
Reduced
47
Closed
5
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$234K +$55.3K +3,527 +33%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$213K +$201K +12,842 New
Canada Pension Plan Investment Board
53
Canada Pension Plan Investment Board
Ontario, Canada
$202K +$191K +12,200 New
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$192K +$179K +11,446 New
Qube Research & Technologies (QRT)
55
Qube Research & Technologies (QRT)
United Kingdom
$191K +$181K +11,526 New
Citadel Advisors
56
Citadel Advisors
Florida
$181K -$846K -53,933 -83%
BGIM
57
Brandywine Global Investment Management
Pennsylvania
$177K
BFIM
58
Beese Fulmer Investment Management
Ohio
$166K +$158K +10,045 New
GI
59
GAMCO Investors
Connecticut
$166K
MIM
60
MetLife Investment Management
New Jersey
$146K -$12.3K -782 -8%
BNP Paribas Financial Markets
61
BNP Paribas Financial Markets
France
$135K +$37.9K +2,418 +42%
SG Americas Securities
62
SG Americas Securities
New York
$126K +$120K +7,621 New
Mirae Asset Global ETFs Holdings
63
Mirae Asset Global ETFs Holdings
Hong Kong
$117K -$5.14K -328 -4%
FFA
64
Farther Finance Advisors
California
$56.1K -$124K -7,929 -70%
PFSRSONJ
65
Police & Firemen's Retirement System of New Jersey
New Jersey
$54.8K -$36.9K -2,353 -42%
VCM
66
Versant Capital Management
Arizona
$40.9K -$3.95K -252 -9%
Citigroup
67
Citigroup
New York
$40.8K +$31K +1,976 +406%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$38.3K +$3.17K +202 +10%
Simplex Trading
69
Simplex Trading
Illinois
$38.2K +$14.8K +944 +69%
Osaic Holdings
70
Osaic Holdings
Arizona
$37.5K -$5.83K -372 -14%
New York State Common Retirement Fund
71
New York State Common Retirement Fund
New York
$33.9K
EWA
72
EverSource Wealth Advisors
Alabama
$32.1K -$4.41K -281 -13%
PP
73
Paladin Partners
Wisconsin
$24.8K +$23.5K +1,500 New
UBS Group
74
UBS Group
Switzerland
$24.5K -$133K -8,474 -85%
Canada Life
75
Canada Life
Manitoba, Canada
$23K +$392 +25 +2%

WSBF Hedge Fund Activity: Q4 2025 in Review

112 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Waterstone Financial (WSBF) for Q4 2025, worth a combined $152M — up 6.5% from $143M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new WSBF positions and 5 closed out — a net gain of 13 holders — while 34 added to existing stakes and 47 trimmed.

The largest buyer was Donald Smith & Co, opening a new position worth an estimated $2M. The largest seller was Citadel Advisors, cutting an estimated $846K.

  • 112 institutional investors held Waterstone Financial (WSBF) as of Q4 2025, up from 102 in Q3 2025.
  • Funds reported $152M of Waterstone Financial stock for Q4 2025, up 6.5% quarter-over-quarter.
  • 18 funds opened new Waterstone Financial positions in Q4 2025 and 5 closed out, a net change of +13 holders.
  • The largest Waterstone Financial buyer in Q4 2025 was Donald Smith & Co, an estimated $2M added.
  • The largest Waterstone Financial seller in Q4 2025 was Citadel Advisors, an estimated $846K sold.

Based on aggregated 13F filings for Q4 2025.